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14:09ENTaylor Luttrell-Williams on Finding Logic Vulnerabilities with SonarQube Hunter AgentTaylor Luttrell-Williams · SonarSonar’s Taylor Luttrell-Williams explains how a security agent maps a codebase, investigates logic flaws and presents validated findings alongside conventional scans.
16:29ENChris Vela on Benchmarking vLLM Configurations with Runpod BenchPodChris Vela · RunpodRunpod’s Chris Vela demonstrates a dashboard for comparing LLM serving configurations and choosing performance settings with workload-specific data.
1:06:10ENSteven Kotler on Flow, Focus and LearningGuest Steven Kotler · Host Shane ParrishThe author discusses deep attention, the balance between challenge and skill, and how play and curiosity shape his work.
13:26ENJohn Kiriakou on Espionage, Geopolitics, and Recruiting Intelligence SourcesGuest John Kiriakou · Host Chris WilliamsonThe former CIA officer shares his assessment of foreign influence, explains how sources are recruited, and recounts the Kim Philby case.
18:56ENJohn Feminella: Five Controls for AI Agents, and the $900 Million Bank ErrorJohn Feminella · Two SigmaA payment mistake shows why good intentions and approval prompts are not enough. Feminella describes practical controls for giving agents useful autonomy.
18:12ENTim Tyler: An Accountability Framework for AI Agents as a Digital WorkforceTim Tyler · GraviteeThe Gravitee speaker applies identity, sponsorship, authority and oversight to agents, drawing on how organizations manage human work.
29:44ENHarry Wang: AI, Two-Dimensional Semiconductors, and the Future of Chip ManufacturingA semiconductor researcher explains materials, yield, AI-controlled experiments, and a proposed feedback loop between models and chips.
23:22ENNoyan Tokgozoglu: How Optiver Builds an AI Platform for Fast, Measurable DecisionsNoyan Tokgozoglu · OptiverThe trading firm’s AI engineering lead explains same-day model adoption, on-premises infrastructure, cost controls and the limits of replaying agent evaluations.
56:00ENJoe Liemandt on Alpha School, AI, and Redesigning the School DayGuest Joe Liemandt · Host Erik Torenberg, Gagan BiyaniAlpha School's principal discusses two-hour academics, motivation, life skills, and how AI could change what students build.
34:21ENMatthew Berman Examines Anthropic’s IPO Filing, AI Growth and GovernanceMatthew Berman, Sam Altman · Forward FutureThe presenter reviews the S-1’s financial metrics, compute strategy and voting structure while questioning the tension between rapid AI development and safety.
36:07ENTheo on Token Costs, Coding Agents, and the Price of AI CapabilityTheo Browne · Ping LabsA viral estimate of Lauren's AI spending prompts a closer look at cache pricing, benchmarks, and the changing work of coding agents.
1:11:27ENCliff Sosin: What Remains Valuable When AI Intelligence Gets CheapGuest Cliff Sosin · Host Patrick O'ShaughnessyThe investor explores the limits of prediction, the economics of AI infrastructure and the assets that may complement abundant intelligence.
16:38ENAiden Sochowski: Securing 300 Agents in a 60-Person CompanyAiden Sochowski · RunlayerRunlayer’s founding engineer explains what session monitoring revealed about agent permissions, prompt injection, tool errors and runaway cost.
55:06ENAnthropic's S-1: Revenue, Compute Costs and the Race to ScaleThe SemiAnalysis panel examines Anthropic’s filing, from improving compute economics to customer concentration and competition.
1:19:47ENScott Kirby on United’s Fleet Bet, Starlink and Airline EconomicsGuest Scott Kirby · Host John Collison, Ben ThompsonUnited Airlines CEO Scott Kirby explains how he thinks about investing through downturns, building technology and running an airline network.
42:06ENDario and Daniela Amodei on Building Anthropic, AI Safety, and Human MeaningGuest Dario Amodei, Daniela Amodei · Host Walter IsaacsonThe Anthropic co-founders discuss the roots of their partnership, the challenge of keeping AI systems honest, and the choices facing a world of more capable models.
29:40ENHow Reddit Proto Connects Design, Live Data and Production CodeGuest Blair Metcalf · Host Claire VoBlair Metcalf demonstrates Reddit’s internal prototyping harness and its design-system mapping for Figma and Cursor.
15:33ENFiggie Strategy: Reading Hands, Winning Majorities and Pricing CardsBradley, Mike · Jane StreetJane Street traders Bradley and Mike analyze three games to show how private information, market competition and timing affect card prices.
56:01ENXander Song on Evaluating Agents with Harbor and PhoenixXander Song · Arize AIArize AI engineer Xander Song explains how Harbor runs realistic agent tasks in isolated sandboxes, and how his team uses Phoenix to compare prompt changes, inspect trajectories, and test a SQL tool.
1:05:44ENMarvin Schwaibold on AI-Powered Design, Interactive Prototypes and Better WebsitesAaron Epstein, Marvin Schwaibold · Y CombinatorShopify’s product design studio lead shows how he uses AI to build and refine interactions, then reviews six websites with Aaron Epstein.
3:34:27ENAI, Mathematics, and the Meaning of a ProofGuest Steven Brunton, Ankur Moitra, Alex Kontorovich · Host Lex FridmanLex Fridman and three mathematicians discuss recent AI-generated research, hard open problems and what human understanding contributes.
19:43ENJack Wotherspoon on Building a Team of Managed AgentsJack Wotherspoon · Google DeepMindGoogle DeepMind’s Jack Wotherspoon introduces Gemini Managed Agents: cloud sandboxes that let teams run coding and research agents with a single API call. He explains how persistent environments, reusable skills, proxy-injected credentials, schedules, and specialized agents fit together.
53:04ENFuad Ali: Building a Feedback Loop to Improve AI AgentsFuad Ali · Arize AIAn Arize workshop connects traces, failure datasets, evaluations, proposed fixes and experiments while keeping human judgment in the loop.
20:55ENJesse Hall: Build Voice Agents for Conversations, Not LeaderboardsJesse Hall · LiveKitLiveKit’s Jesse Hall explains how to evaluate voice agents as real-time systems: understand callers, handle interruptions, keep talking while tools run, and measure the delay people actually hear.
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